To track costs at the Appeal level
1. Select Marketing > Campaign management.
2. Click Show / Hide Appeals and open an appeal.
3. (optional) Click the Profile tab and click the plus sign next to the Overhead Cost field.
4. Add an additional cost and click Save.
To track costs for an insert
1. Select Marketing > Inserts.
2. Select an insert.
3. Click the browse icon next to Total.
4. Enter a value in the Cost Code and a cost per piece in the Amount.
5. Click add.
6. Click OK to save the values.
Confirm that the Total on the Insert window now shows the sum of the values entered on the Costs pop-up.
Sum of inserts
Tips
■ Operational costs should be tracked at the Appeal or Source Code. The choice of tracking overhead costs at the Appeal or Source Code level is made in Campaign Management > Set Up Module.
■ Package costs include any items that are applied to the actual insert or package: Those are tracked with the insert costs.
■ Overhead Costs refer to any cost that is applied to the mailing or marketing effort as a whole. These costs tend to be difficult to break down on an item by item or cost per piece basis. You want to be able to track the costs against the appeal as a whole rather than trying to break out the costs against different source codes. This is especially true when you have multiple source codes within a marketing effort.
■ Some costs apply only to a particular Source Code or part of a marketing effort, such as list rental costs or the difference between different packages sent. Even if you choose to track overhead costs at the Appeal level in your Campaign Management > System Setup options, you still have the option to be able track those additional costs. They are tracked as part of the package attached to the source code.